EDUCATION
Coaching program
A structured curriculum that takes capable investors from factor investing fundamentals to advanced research workflows. Delivered in private 1-to-1 sessions, tailored to your pace.
Systematic investment research, engineered with discipline.
Quantitative coaching and consulting in factor investing for equities, for investors who prefer evidence over intuition.
Request an introductory consultationNo commitment. 30 minutes.
ABOUT THE PRACTICE
A boutique practice in quantitative factor investing.
Quant Solvings is a research-led practice founded by Carlos Morales, focused on the rigorous design, validation and operation of factor-based investment frameworks in equity markets. We work with experienced individual investors and institutional clients who treat investing as a systematic, evidence-based discipline.
AREAS OF PRACTICE
Two complementary services.
CONSULTING
Quantitative consulting
Bespoke quantitative engagements for institutional investors and high-net-worth individuals: from factor model design to risk framework implementation.
RESEARCH
Explore our research.
Our most recent papers on factor investing, portfolio construction and systematic processes.
- Research · SSRN
Don't Mix What Should Be Separated: Why Combining Value and Momentum Signals Destroys Alpha
An empirical study on how combining value and momentum factors at the signal level can destroy the alpha that each generates independently. Published on SSRN.
- Article
When losing less is the right answer
A personal retrospective on running a systematic equity book through 2025: the decision to switch engines, the role of a benchmark hedge during the spring selloff, and one framing question that shaped every change to the playbook.
- Article
Four lessons from a year of trading on a small account
What a year of running stock-picking models and equity options on a small account taught me about position sizing, gamma management, model robustness, and a realistic risk framework.
Considering a quantitative approach?
Begin with a 30-minute introductory conversation to assess fit, scope and approach.
Request an introductory consultationOr write to: c.morales@quantsolvings.com